Screener
FORH vs YEAR
Formidable ETF vs AB Ultra Short Income ETF
Key differences
FORH is an alternative ETF, while YEAR is a fixed income ETF. FORH charges 1.19% a year and YEAR 0.25%.
- FORH is an alternative fund, while YEAR is a fixed income fund. They carry different risk/return profiles.
- FORH follows a option income strategy; YEAR uses active selection.
- YEAR costs 0.94% less per year.
- YEAR is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, YEAR has delivered higher annualized returns.
Side-by-side comparison
| FORH | YEAR | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.25% |
| Fund size (AUM) | $20M | $1.5B |
| Since | 2021 | 2022 |
| Dividend yield | 1.73% | 4.19% |
| Asset class | alternative | fixed income |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +9.5% | +3.8% |
| CAGR 3Y | +3.3% | +5.0% |
| CAGR 5Y | +0.9% | N/A |
| Sharpe 3Y | 0.06 | 1.24 |
| Volatility 1Y | 16.05% | 0.77% |
| Max drawdown | -20.73% | -0.79% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.